Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$740K Buy
4,963
+2,403
2025
Q1
$267K Buy
+2,560
2022
Q2
Sell
-16,400
2022
Q1
$749K Sell
16,400
-450
2021
Q4
$701K Sell
16,850
-1,300
2021
Q3
$747K Hold
18,150
2021
Q2
$600K Sell
18,150
-325
2021
Q1
$642K Sell
18,475
-36,700
2020
Q4
$1.71M Sell
55,175
-8,450
2020
Q3
$1.42M Sell
63,625
-9,000
2020
Q2
$903K Buy
72,625
+10,200
2020
Q1
$458K Sell
62,425
-4,800
2019
Q4
$841K Buy
67,225
+425
2019
Q3
$709K Buy
66,800
+23,700
2019
Q2
$345K Buy
+43,100